427 material Form 8-K filings that 376 companies we cover made with the SEC in September 2025, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Chief Financial Officer Flavia H. Pease will resign effective September 29, 2025, to pursue another opportunity, and Michael G. Knell, the Chief Accounting Officer, will serve as interim CFO until a permanent successor is named. The company said her decision was not the result of any disagreement over financial statements, internal controls, operations, policies or practices, and it reaffirmed its 2025 revenue and non-GAAP earnings per share guidance first provided on August 6, 2025.
Flavia H. Pease resigns as CFO effective September 29, 2025, to pursue another opportunity
Michael G. Knell, age 49, joined the company in April 2017 and will serve as interim CFO, effective upon Pease's departure
The company has commenced a comprehensive search for a permanent CFO; Knell's compensation terms were not determined as of the filing date
2025 revenue and non-GAAP EPS guidance, previously provided August 6, 2025, was reaffirmed
Insulet said Flavia Pease, currently a director and former CFO of Charles River Laboratories, will succeed Ana Chadwick as Executive Vice President and Chief Financial Officer effective September 30, 2025, and Ms. Chadwick will stay on as a Senior Advisor. The company also said it expects to exceed its previously issued third quarter 2025 total revenue growth guidance, driven by strong new customer starts in the U.S. and international markets.
Flavia Pease becomes CFO effective September 30, 2025; she will resign from the Board on starting employment.
Ana Chadwick remains with the company as a Senior Advisor and is expected to receive severance and a one-time cash payment tied to equity vesting May 1, 2026.
Pease's offer includes a $1,325,000 cash sign-on award and a $3,000,000 target equity sign-on award, plus a $762,500 prorated annual equity award and a $715,000 base salary.
Insulet expects to exceed prior Q3 2025 total revenue growth guidance and will report full results and a full-year outlook update on November 6, 2025.
Ferguson reported fourth-quarter sales of $8.5 billion, up 6.9%, and diluted EPS of $3.55 versus $2.23 a year earlier, with adjusted EPS of $3.48, up 16.8%. The company also said it will change its fiscal year-end from July 31 to December 31, with a five-month transition period from August 1 to December 31, 2025, and gave calendar 2025 guidance of mid-single digit revenue growth and a 9.2% to 9.6% adjusted operating margin.
Q4 net sales $8.5 billion, up 6.9%; organic revenue up 5.8%; reported operating profit $925 million, up 14.1%
Full-year sales $30.8 billion, up 3.8%; reported operating profit $2.6 billion, down 1.7%; adjusted diluted EPS $9.94, up 2.6%
Calendar 2025 guidance: mid-single digit revenue growth and adjusted operating margin of 9.2% to 9.6%
Next earnings release December 9, 2025; 2026 annual meeting set for April 30, 2026; shareholder proposal deadline November 16, 2025
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.